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Berkshire Hathaway Class A
BRK.A

918 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

5% more funds holding in top 10

Funds holding in top 10: 98 → 103 (+5)

0% more funds holding

Funds holding: 917 → 918 (+1)

0.01% more ownership

Funds ownership: 32.22% → 32.22% (+0.01%)

1% less capital invested

Capital invested by funds: $44.3B → $43.9B (-$371M)

22% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 122

Holders
918
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
20.13%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
2.26%
New
35
Increased
95
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
+$6.04B
2
DCM
Donaldson Capital Management
Indiana
+$1.88B
3
FMC
First Merchants Corp
Indiana
+$1.21B
4
HighTower Advisors
HighTower Advisors
Illinois
+$653M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$371M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$4.41B
2
SCM
Stonebridge Capital Management
California
-$3.2B
3
MHIM
MacNealy Hoover Investment Management
Ohio
-$248M
4
PWLP
Prio Wealth Limited Partnership
Massachusetts
-$92.2M
5
Capital International Investors
Capital International Investors
California
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$4.68M -$309K -1 -6%
SBL
252
Sargent Bickham Lagudis
Colorado
$4.68M +$309K +1 +0.1%
EWM
253
Evercore Wealth Management
New York
$4.68M +$619K +2 +15%
LKIM
254
Lawson Kroeker Investment Management
Nebraska
$4.68M -$928K -3 -17%
VFA
255
Valeo Financial Advisors
Indiana
$4.68M -$309K -1 -6%
CAM
256
Carret Asset Management
New York
$4.68M – – –
GW
257
GW & Wade
Massachusetts
$4.68M – – –
VC
258
Vicus Capital
Pennsylvania
$4.68M – – –
FCI
259
Financial Counselors Inc
Kansas
$4.68M +$309K +1 +7%
KPCM
260
Kings Point Capital Management
New York
$4.37M -$309K -1 -7%
KJHP
261
K.J. Harrison & Partners
Ontario, Canada
$4.37M -$309K -1 -7%
FFA
262
First Foundation Advisors
California
$4.37M – – –
IC
263
InterOcean Capital
Illinois
$4.37M – – –
SWM
264
SVA Wealth Management
Wisconsin
$4.37M – – –
WSTAM
265
Wilbanks Smith & Thomas Asset Management
Virginia
$4.37M – – –
KFC
266
Klingenstein Fields & Co
New York
$4.37M – – –
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$4.37M +$309K +1 +8%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$4.19M – – –
RCAG
269
Rehmann Capital Advisory Group
Michigan
$4.06M +$6.04B +19,528 New
NHC
270
Nicholas Hoffman & Company
Georgia
$4.05M -$619K -2 -13%
FNFDCM
271
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.05M – – –
JIC
272
JRM Investment Counsel
Nebraska
$4.05M – – –
MJRIC
273
Mogy Joel R Investment Counsel
California
$4.05M – – –
PCI
274
Pacifica Capital Investments
Texas
$4.05M – – –
SBIA
275
Sheaff Brock Investment Advisors
Indiana
$4.05M – – –
9 10
11
12 13

BRK.A Hedge Fund Activity: Q3 2019 in Review

918 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2019, worth a combined $43.9B — down 0.84% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BRK.A positions and 28 closed out — a net gain of 7 holders — while 95 added to existing stakes and 122 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $6.04B. The largest seller was BRR OpCo, cutting an estimated $4.41B.

  • 918 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2019, up from 917 in Q2 2019.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2019, down 0.84% quarter-over-quarter.
  • 35 funds opened new Berkshire Hathaway Class A positions in Q3 2019 and 28 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $6.04B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2019 was BRR OpCo, an estimated $4.41B sold.

Based on aggregated 13F filings for Q3 2019.